Client Obedience Training
Wish you felt way less stress every day? You can if you increase the positive control you have in client relationships. This course will show you.
We all feel "burnt out" sometimes - like we have too much stress in our day.
But what can you do about it?
Over 50% of tax professionals admit that dealing with clients is one of the main causes of stress.
But your clients are your greatest asset, if you take the time to train them...
To serve your clients to their greatest benefit, you need their help.
When it comes to taxes and finances, you need to be the "alpha dog" in the relationship.
This course will discuss how to be that leader in the relationship with your clients so you and your clients can thrive, and you can reduce your stress.
You'll receive tangible methods for how to be in control and get what you want.
Running a profitable and exciting tax business doesn't have to be hard. But having clients that are enjoyable to work with is a big first step. By taking this course, you'll learn exactly what needs to be done to gain control in your client relationships again and how to maximize those relationships for the most value for you and for the client.
Course Syllabus | This course is designed from the ground up to make a hazy topic - client relationships - crystal clear and understandable. Enjoy tons of real-world examples, 7 downloadable templates & worksheets, and specific and direct best practices for how to reduce stress and increase your effectiveness when dealing with your clients.
Lesson 1 | Understanding Your Clients Behavior - Your Clients are Not the Enemy
Lesson 2 | Becoming the Alpha in Your Practice
Lesson 3 | Creating Your Boundaries
Lesson 4 | Implementing Your New Boundaries
Who Should Take This Course
1. Any firm owner or employee who doesn't enjoy "struggling" with clients and wants to find a better way.
2. Anyone who works with clients and feels "burnt out" but doesn't know why.
3. Tax & Accounting professionals who feel like the they spend too much time dealing with client issues.
4. Firms who want to increase their efficiency and get more done in less time.
5. Any firm who feels like clients won't comply with their requests.
Don't let your clients become your biggest resentment and most challenging obstacle for you getting things done. Join us for this remarkable course and learn exactly how to love your work again through better client relationships!
Your Instructor
Chris is the co-founder of TaxPro University & SmartCenter. He has been doing taxes & financial planning for over 30 years. With a successful practice in southern California, he loves helping other tax pros cut through the noise and get better results. Outside of the office Chris is a passionate soccer advocate, and chooses sailing over golf any day.
Class Curriculum
Frequently Asked Questions
We love hearing what you want to learn next! We read and respond to every course suggestion so just drop us a line anytime at [email protected]
What tax pros are saying about this course:
"An excellent course!! Before we can hope for change in others, we have to change our own behavior."
"The course was very informative! I learned to take a different approach when getting the clients to do what I need them to do every time. I've learned quite a bit today."
"Good informative course with some great suggestions!"
"The course was very informative and the handouts will be used as a meet and communicate with customers in the future"
"This course provided excellent suggestions for making changes to my practice."
"This course was very helpful. It offered simple tips in organization and handling client relations."